|
201
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.31M
|
-$2.67M
|
-50,305
|
-23%
|
|
|
202
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.31M
|
-$294K
|
-5,549
|
-3%
|
|
|
203
|
Evergreen Capital Management
Bellevue,
Washington
|
$9.3M
|
+$406K
|
+7,662
|
+5%
|
|
|
204
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.15M
|
-$28.7K
|
-541
|
-0.3%
|
|
|
205
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.01M
|
–
|
–
|
–
|
|
|
206
|
M Financial Asset Management
Portland,
Oregon
|
$8.95M
|
-$29.9K
|
-564
|
-0.4%
|
|
|
207
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.92M
|
+$246K
|
+4,643
|
+3%
|
|
|
208
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$8.74M
|
+$23K
|
+434
|
+0.3%
|
|
|
209
|
Atria Investments
Charlotte,
North Carolina
|
$8.54M
|
+$1.02M
|
+19,231
|
+14%
|
|
|
210
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8.38M
|
-$185K
|
-3,491
|
-2%
|
|
|
211
|
VERITY Wealth Advisors
Sausalito,
United States
|
$8.33M
|
+$97.6K
|
+1,841
|
+1%
|
|
|
212
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$8.26M
|
+$386K
|
+7,292
|
+5%
|
|
|
213
|
Axis Capital Holdings
Pembroke,
|
$8.22M
|
-$2.86M
|
-53,968
|
-27%
|
|
|
214
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.2M
|
+$6.41K
|
+121
|
+0.1%
|
|
|
215
|
Venture Visionary Partners
Sylvania,
Ohio
|
$8.12M
|
+$1.43M
|
+26,980
|
+23%
|
|
|
216
|
Curi RMB Capital
Chicago,
Illinois
|
$8.1M
|
-$302K
|
-5,706
|
-4%
|
|
|
217
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.8M
|
-$225K
|
-4,244
|
-3%
|
|
|
218
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.78M
|
-$250K
|
-4,717
|
-3%
|
|
|
219
|
TrinityPoint Wealth
Milford,
Connecticut
|
$7.77M
|
+$200K
|
+3,777
|
+3%
|
|
|
220
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.69M
|
+$360K
|
+6,797
|
+5%
|
|
|
221
|
Monterey Private Wealth
Monterey,
California
|
$7.67M
|
+$109K
|
+2,057
|
+2%
|
|
|
222
|
Manchester Capital Management
Manchester,
Vermont
|
$7.66M
|
+$1.35M
|
+25,477
|
+23%
|
|
|
223
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.58M
|
+$792K
|
+14,943
|
+12%
|
|
|
224
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$7.57M
|
+$444K
|
+8,373
|
+7%
|
|
|
225
|
Richard P. Slaughter Associates
Austin,
Texas
|
$7.55M
|
-$1.3M
|
-24,525
|
-15%
|
|
